Welcome

It's You.

Provide exceptional, tailored services and solutions designed to meet each of our clients unique goals and concerns. That is our focus.

Our client-centric approach utilizes our team's over thirty years of combined experience and the world class resources of Morgan Stanley to address the planning, governance, liability management, and investing needs of high net-worth families, businesses, and philanthropic enterprises.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

Manage investments with an unwavering focus on your financial strategy and personal goals

Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy

Simplify financial complexity to help you achieve clarity and control

Private Wealth Management Highlights

Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets

Over $300 billion in AUM2

Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163

Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

Approach

Approach

Discovery Process Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. Formulation of Tax, Trust and Estate StrategyWorking with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Integration of Tactical Asset AllocationShort-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth StrategyAfter comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing AssessmentIn coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.

Morgan Stanley Franchise Power

$2.1tn in client assets under management1

Morgan Stanley reported revenues of $9Bn1

Nearly 56,000 global employees1

Global footprint includes 1,200 offices in 31 countries on six continents1

Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 19%1

Meet the Professionals

Dexter Mead Walker

About Me

Dexter Walker is an Executive Director and Senior Portfolio Management Director with Morgan Stanley’s Private Wealth Management division. Prior to joining the firm in 1998, Dexter worked at Friedman Billings Ramsey in Institutional Equity Sales. In addition to building his practice at Morgan Stanley, he led the training and development program for the Washington D.C. complex for many years, and was the manager of the Annapolis Maryland office. In 2016 Dexter was named among the top 400 advisors by the Financial Times.

Dexter and his wife live in Maryland. They have four children whom Dexter adores, coaches, and actively helps to raise. He is active in a number of charitable causes including Fair Chance, the Somerset Foundation, and the Wendt Center. He is an avid squash and golf enthusiast, and enjoys historical business and biography reading.

Professional Details and Designations:19 Years with Morgan StanleyUniversity of Delaware, B.A. and B.S.Family Wealth Advisor

Suzanne Ratelle Spano

About Me

Suzanne Spano is a Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Prior to Joining the firm in 2007, Suzanne served as an accountant and analyst in the apparel industry for several years. She later worked in investment banking for Deloitte & Touche Corporate Finance LLC and BB&T Capital Markets | Windsor Group. Suzanne, a native Minnesotan, currently lives in Northern Virginia with her husband. She is a member of the CFA Society of Washington D.C.

Davis Murfree

CFP, First Vice President, Private Wealth Advisor

About Me

Davis Murfree is a First Vice President and Private Wealth Advisor with Morgan Stanley’s Private Wealth Management division. Prior to joining the firm in 2004, Davis worked briefly in the US House of Representatives. Davis lives in Nashville, TN with his wife and two children, where he is actively involved with his alma mater, and a number of other charitable causes.

Professional Details and Designations:13 Years with Morgan StanleyVanderbilt University, B.A.Certified Financial Planner™

Jean Lee

CRPC, Financial Advisor

About Me

Jean LeeCRPC, Financial Advisor

Jean Lee is a Financial Advisor at Morgan Stanley. Her advice centers on portfolio management and wealth planning. She joined Morgan Stanley in 2015 with prior experience as a Financial Economist at the Office of the Comptrollers of the Currency under the Department of the Treasury.

Jean enjoys reading books and listening to classical music. She lives in Northern Virginia with her husband, and has two grown children.

Dow
-395.78

25017.44

4:20PM

Nasdaq
-219.39

7028.48

4:42PM

S&P 500
-45.54

2690.73

4:20PM

Market Information Delayed 20 Minutes

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.